Written Post: http://stockpickinginsights.com/investing-in-timber-vs-buying-pulp-stocks
00:00 Intro
00:12 Summary
3:00 Investing in timber: oligopoly controls the market
4:58 There is also geographical concentration…
6:43 Final remarks
11:45 Action points
Summary
- Portugal is a huge Eucalyptus Globulus producer;
- Portuguese timber investors depend on Navigator and Altri;
- Pulp makers have other dependencies, like BHKP prices and China.
Action points
- Do the companies I own depend on a few customers?
- Do the commodities I own really protect me against inflation?
- Am I blindly expecting land to protect me against inflation? If so, will it really?
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